financially alert

10 Questions with Financially Alert

May 7, 2016 by Mr. 1500 Days 26 Comments

Today is the 47th edition of our periodic guest post series called 10 Questions. We have a list of 17 questions we pose to fellow financial bloggers, and they are free to pick and choose 10 or answer all of them. Let us know if you would like to be featured in a future edition of 10 Questions. Late last year, my family and I spent some time in Southern California which also … [Read more...] about 10 Questions with Financially Alert

Interview on Financially Alert (with bonus cookies!)

March 8, 2016 by Mr. 1500 Days 8 Comments

I met Michael from Financially Alert last year in San Diego and greatly enjoyed it. Like 99.8% of people in the personal finance blogosphere, he is a guy I'd be happy to have a beer cookie with any day of the week. I say "cookie" because Michael was awesome enough to give my family and I homemade chocolate chip cookies. And let me tell you, I love chocolate chip … [Read more...] about Interview on Financially Alert (with bonus cookies!)

My goal was to build a portfolio of $1,000,000 by February of 2017; 1500 days from the birth of this blog (January 1, 2013). And hey look, I’ve since retired!

Investments only
1/1/13 (The Start): $586,043
1/1/14 (1 Yr Later): $869,635
1/1/15 (2 Yrs Later): $987,351
1/1/16 (3 Yrs Later): $1,057,961
1/1/17 (4 Yrs Later): $1,257,128
1/1/18 (5 Yrs Later): $1,527,701
1/1/19 (6 Yrs Later): $1,549,440
1/1/20 (7 Yrs Later): $2,035,040*

2020: Investments only
1/1: $2,035,040
2/1: $2,118,622
3/1: $2,078,857
4/1: $1,979,773
5/1: $2,491,119**
6/1: $2,526,338
7/1: $2,605,803

*Note: The big jump between 2019 and 2020 was partly because we bought another home, but kept the previous (much more expensive) one as a rental, so now count it as an investment.

**Note: We did a cash out refinance on our primary home and invested the money, hence the huge increase in the investment part of our portfolio. It also didn’t hurt that our tech stocks had a stupendous month.

2020 investment gains: $570,763

Overall
Gains since 1/1/2013: $2,019,760
Net worth***: $2,755,803

***Includes our primary home equity in addition to our investment portfolio.

Finally, we still have about $370,000 in mortgage debt (which I love!). My solution was to accumulate enough money to cover this or $1,100,000.

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